Tax Partner - Family Office Enterprise
On-site · Houston, Texas, United States
Job Summary
As an experienced Tax Partner in RSM's Family Office Enterprise practice, you will be responsible for growth, leading tax engagements, advising on tax matters, and collaborating across service lines to deliver tailored solutions for affluent families and their family offices. The role requires a Bachelor's degree in Accounting and a CPA License, Enrolled Agent, or JD, alongside a significant 12+ years of public accounting or family office tax experience. Candidates must demonstrate the ability to manage compliance projects, deliver tax consulting services, and maintain exceptional client relationships.
Required Qualifications
- Bachelor's degree in Accounting
- CPA License, Enrolled Agent or JD required
- 12+ years continuous public accounting or family office tax experience
- Experience in leading large tax engagements for complex family office / ultra high net worth families and their investments
- Exceptional client service and communication skills
Desired Qualifications
- Master's Degree in Taxation or Law Degree
- Experience working for a Big 4 or large national, regional or local accounting firm
- Experience working in a family office
Additional Requirements
- RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex; gender; sexual orientation; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition; domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics
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